Questions tagged [custom-reports]
The custom-reports tag has no usage guidance.
224
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How can I create a list of all email addresses by Industry?
I'm just trying to create a list of all names and email addresses for everyone within a given market sector defined by the field Industry.
The standard reports don't offer it, so I am looking for ...
1
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2
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34k
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Filter NULL values in reports?
How can I filter out NULL values from within the reports editor for a text field?
- 13
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37
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Links On Reports
Hello I have a report which lists all transactions. Now is it possible to put a custom link on report row which takes the record Id and opens another page by sending the Id ?
Like formula or ...
- 133
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323
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MarketingCloud Analytics Builder Customization
Are all the reports in the MC Analytics Builder Catalog static? Or is there a level of customization available for these reports.
From what I can see - the answer is no, but I wanted to check with ...
- 1,407
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626
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SFMC Reports - Analytics Builder
Is there a way to produce report that doesn't concatenate the [DATE] & [TIME] into 1 field in a csv/xlsx?
I'm going to be making a dashboard for our internal team and this is messing with the ...
- 1,407
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512
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How to create a report on Custom Object Utilization per User in a Salesforce org
I have a requirement to find out how many custom objects are utilized by each user in our Salesforce org. The reason to run this report is Salesforce has allocated a threshold value of Custom Objects ...
2
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1
answer
4k
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Filter Reports by the Time of their CreatedDate
I figured that the CreatedDate will not show the time in the reports section.
So I made a DateTime formula field to take the value from CreatedDate. Now this shows the time value inside the reports.
...
- 4,855
5
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2
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9k
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Report Type – Ant Deployment Errors (Invalid Field Name & Duplicate Value Found)
I am trying to deploy Reports and Dashboards via Ant tool.
I get this error for Report Type
reports/JMT_Reports/Expiry_and_Renewal_Status.report -- Error: Invalid field name: Lease_Unit__c$...
- 727
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374
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Implementing Sales Funnel Reports
Is anyone aware of templates/documentation to implement a set of reports that can can give information on Leads and Opportunities that move through the Sales Funnel e.g.
Inquiry - Marketing ...
- 305
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45
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I need to run a report from 1/1/17 - YTD automatically
How do I run a report YTD (year to date) automatically. I.e. I would like it so that when I click on a report it automatically selects 1/1/17 and today in the date ranges?
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31
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Dashboard - How to make a component show the largest single sale from an opportunity (closed won)?
How can I make a component show the largest sale for the calendar month?
It's for one team - they want to see who had the largest sale of the month.
Every time I try to build a report & then ...
- 149
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62
views
Showing Dashboard/Report in object's layout
I have a requirement where I need to show a dashboard in object's related list.How can this be achieved?
I am having a Report Type Created on Reports,I have created the report and dashboard for the ...
- 1,089
2
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1
answer
812
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Managed package report(s) missing in production
Got a problem: in our organization we have 1 production and 1 full sandbox. In both we have a same application with same version. Today users started to complain that they couldn't get access to one ...
- 1,041
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351
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creating reports dynamically
Business wants to build reports dynamically based on date of campaign and then include them part of a home page.
There are two things to be done here
Create reports automatically based on a ...
- 856
1
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3
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10k
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Custom links to generate dynamic reports in lightning
The use of custom links to generate reports in classic Salesforce was possible using the url hacks and it was easy to append the report id at the end of the url and add the dynamic parameters as pv0, ...
- 67
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1
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5k
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Data not available error in dashboard
I have a user A who created one report type and using that report type he created one report and stored in one report folder. The user A has given access to user B for the report folder as viewer. ...
- 177
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1
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1k
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Moving reports from Personal folder of particular user to another folder
I have a requirement in which we need to move some reports of particular user's personal folder to another folder in salesforce. So tell me the bulkified way to move.Your response will be highly ...
- 382
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182
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How can we get tracking information for Sendable Data extensions?
I have a Data extension containing Student Data - Student first name, last name, course, faculty,etc. I have executed Email Sends on this Data extension.
I would now like to get tracking data - for ...
- 125
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24
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Is it possible to report Contacts that have repeat Sales grouped by Sales Associate?
Objects are Contacts(standard) and Sales Orders(custom). The Contact object is the Master of the Sales Order object.
So, there can be multiple Sales Orders per Contact. Under the Sales Order record,...
- 35
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1
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26
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CRT on a history tracking fields
I have a custom object for which history tracking is enabled. I want to creatr a custom report type for those history tracking fields.
Please help me out.
- 177
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1
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84
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How can we create our own custom field in salesforce Reports? [closed]
How can we create our own custom field in salesfroce Reports?
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279
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How to acheive this in reports and Dashboard?
I have a requirement to create a report and dashboard . the Requirement is "need a report that shows the % of the email cases that we respond to within 24 hours. That time clock would stop when an ...
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298
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Salesforce1 : Report navigation with url parameters not working
I need to filter the records display on report according to the logged in user. Therefor I am using URL parameters as, (which works fine on SF classic)
/{REPORT_ID}?pv0={LOGGED_IN_USER_NAME}
But ...
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2
votes
2
answers
5k
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Cumulative value in report
I want to create report where you comparing opportunity amount each month in 1 year & cumulative amount for each month, for example:
jan vs jan+feb.
feb vs jan+feb+mar.
mar vs jan+feb+mar+apr,
...
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